See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,526 | $114,047-84.6% | $96,139-81.8% | $167,490-89.5% |
| Participation rate | 64.7% | 75.1%-10.4pp | 68.4%-3.7pp | 82.1%-17.4pp |
| Annual return | 17.66% | 189.88%-172.2pp | 191.94%-174.3pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,282 | $3,427-33.4% | $2,797-18.4% | $4,837-52.8% |
| Participant deferral / active EE | $4,019 | $5,194-22.6% | $4,349-7.6% | $6,341-36.6% |
| Admin fee / account holder | $59 | $6,897-99.1% | $5,537-98.9% | $12,309-99.5% |